Roger McCoy, financial advisor Cameron MO
93 score

Roger McCoy

CRD Number: 862811
Current Firm: Raymond James Financial Services Advisors, Inc.

Roger McCoy (CRD# 862811) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cameron, MO and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Rental Real Estate Cameron, MO Jul 2011 - Current 5
Raymond James Financial Services Advisors, Inc. Cameron, MO Jan 2009 - Current 7
Raymond James Financial Services Cameron, MO Sep 1999 - Current 17
Roger Mccoy-real Estate Cameron, MO May 1984 - Current 32
Roger Mccoy Financial Services LLC Cameron, MO May 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1979
Contact Info for Roger L. McCoy
Phone Number: 727-567-5877
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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